Login

Fortis Lux Financial Planning

Where Heart Meets Mind.

Financial Planning · Retirement Planning · Business Planning

Contact a professional
Open contact page

HOW WE WORK

A disciplined path to financial clarity.

01 | Discovery interview
02 | Gather data
03 | Analyze and develop plan
04 | Plan presentation and delivery
05 | Plan implementation
06 | Monitor and update
‍

A continuous quarterly engagement model to keep your plan optimized year-round.

See how engagment works
Open contact page

WHO WE SERVE

A disciplined path to financial clarity.

Pre-retirees and retirees

As you approach retirement, planning becomes about security, stability, and maximizing what you've built.

Business owners

From start-up to growth, maturity, and transfer; strategies for every stage, including the ext.

Executives and corporate professionals

Compensation, equity, and legacy at every stage.

Public service professionals

You serve; we help secure your future.

More on who we serve
Open contact page

“Growing up in a family-run business, I learned the importance of hard work and entrepreneurship,but most importantly, the value of serving others.”

Matthew A. DelPriore, CFP®

Director of Financial Planning

What our video
Open contact page

Who we are

The minds of capitalists.
The hearts of social workers.

Every day you make thousands of decisions for your business and your family. Our job is to help you make the best financial ones, for today and tomorrow. Balanced with heart and mind.

Joseph Duffy

Financial Planner

Learn more

Matthew A. DelPriore

CFP®, MSFS

Director of Financial Planning

Learn more

Fortis Logo Icon

Paula A. Charria

Client Service Associate

Learn more

Michael Modica, ChFC®

Financial Planner

Learn more

Philip LaRusso

Associate Director of Financial Planning

Learn more

Fortis Logo Icon

Jack Silverman

Financial Planning Coordinator

Learn more

Fortis Logo Icon

Alyssa Harwell

Financial Paraplanner

Learn more

Fortis Logo Icon

Stephanie Santiago

Operations Manager

Learn more

Our values

TRUST | ACCOUNTABILITY | SERVANT LEADERSHIP | TEAMWORK | FUN | LEARNING

Get in touch

Main Office

420 Lexington Ave, 25th Floor
Suite 2510
New York, NY 10170
(212) 578-0300

Terms and Conditions

Submit
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Stephanie Santiago

Stephanie Santiago

Operations Manager

Stephanie Santiago is an Operations Manager with a passion for creating seamless processes, building meaningful client relationships, and bringing ideas to life through strategic planning and execution. With experience supporting financial advisory operations, marketing initiatives, client events, and project management, she thrives in fast-paced environments where organization, creativity, and attention to detail are essential.

Stephanie holds a background in Engineering Management, giving her a unique ability to combine analytical thinking with operational efficiency. She enjoys solving complex challenges, streamlining workflows, and developing systems that help teams perform at their best.

Outside of work, Stephanie enjoys traveling, spending time outdoors, cooking, and making memories with her family.

Alyssa Harwell

Alyssa Harwell

Financial Paraplanner

Alyssa Harwell is a  Financial Paraplanner at Fortis Lux Financial, bringing a decade of comprehensive wealth management and analytical experience to the team. Holding the Financial Paraplanner Qualified Professional™ (FPQP™) designation, she specializes in translating complex client data into clear, coordinated financial blueprints.

A power user of advanced industry technology, Alyssa leverages eMoney to build sophisticated, interactive wealth management models and detailed cash-flow scenarios. Her technical expertise ensures that every client's financial picture is framed as a single, connected story—perfectly aligning investments, asset protection, and estate conservation strategies. Driven by an unwavering commitment to data integrity and analytical precision, Alyssa provides the vital infrastructure that empowers lead advisors to deliver strategic, long-term guidance. 

Outside of the office, Alyssa enjoys spending time outdoors with her family, friends and Goldendoodle, volunteering at her church, and knitting.

Jack Silverman

Jack Silverman

Financial Planning Coordinator

Jack Silverman is a Financial Planning Coordinator at Fortis Lux Financial, specializing in retirement planning, wealth management, protection and tax planning, With over five years of experience in financial services at wealth management firms, Jack helps clients achieve their goals through personalized strategies and comprehensive financial planning, while providing his clients with a high level of service.

He holds his Series 7, Series 65, and life insurance licenses and is committed to delivering transparent, client-focused solutions that help his clients feel more confident and achieve their goals. Jack is passionate about serving and educating his clients, while making them feel comfortable and prepared for whatever life hands them.

Outside of work, as a former college athlete, Jack enjoys giving back by coaching youth lacrosse, going to the beach and spending time with his family.

Philip LaRusso

Philip LaRusso

Associate Director of Financial Planning

As a dedicated financial advisor, my mission is to guide individuals and families toward making well-informed financial decisions that align with their goals, values, and dreams. I understand that personal finance can often feel overwhelming, and my goal is to bring clarity, confidence, and peace of mind to the financial planning process.

Whether it’s saving for retirement, managing debt, building wealth, or ensuring you're financially prepared for the unexpected, I’m here to provide the guidance and support you need to make the best choices for your future. I work closely with my clients to create customized financial plans that help them navigate life’s key milestones—so they can live today with financial peace of mind and prepare for tomorrow with confidence.

Coming from a family of educators, I deeply value the power of knowledge and believe that financial education is the key to making sound, informed decisions. My approach is centered around educating my clients, simplifying complex financial concepts, and empowering them to take control of their financial futures. I’m committed to ensuring you fully understand your options, so you feel confident in your choices every step of the way.

Rooted in values of integrity, stewardship, and service, I aim to help you use the resources you’ve been entrusted with not only to secure your financial well-being but also to enrich the lives of those around you. As a fiduciary, our recommendations are always in our clients’ best interests.

During my free time, I enjoy spending quality time with my family, playing soccer, and relaxing at the beach.

Michael Modica, ChFC®

Michael Modica, ChFC®

Financial Planner

Michael Modica, ChFC® is a Financial Planner with Fortis Lux Financial, specializing in helping individuals and families pursue their financial goals through thoughtful, personalized planning.

Families face complex financial decisions every day—how to invest, minimize taxes, prepare for retirement, and create a lasting legacy. Michael and his team help clients navigate these challenges with strategies tailored to their unique circumstances and priorities.

Michael believes every successful financial plan begins with listening. By understanding each client's values, goals, concerns, and aspirations, he develops recommendations designed to help them make informed financial decisions with confidence.

At Fortis Lux Financial, Michael and his team are committed to providing guidance with the highest standard of care, balancing technical expertise with genuine concern for clients and their families.

Michael graduated from New York University with a Bachelor of Science in Electrical Engineering and holds the Chartered Financial Consultant® (ChFC®) designation. He and his wife, Alissa, live in Hoboken, New Jersey, with their two children.

Domiciled in NY.

Paula A. Charria

Paula A. Charria

Client Service Associate

Paula A. Charria is an experienced Client Service Associate with an over 26-year track record in financial operations and customer care.  

Her over 26-year career spans roles in controls coordination, asset transfers, and client services for top-tier financial organizations.

Paula is deeply committed to helping others and ensuring every interaction is a positive one.

Matthew A. DelPriore

Matthew A. DelPriore

Director of Financial Planning

As a Certified Financial Planner Professional and Director of Financial Planning with Fortis Lux Financial, my specialty is addressing the unique needs of hard-working individuals and families through creative strategies to help achieve their personal financial goals.

Families are pulled in many directions and juggle multiple priorities. Are we investing in the right things at this stage in life? How can we minimize taxes? Are we on track to retire comfortably and leave a financial legacy for our children? My team and I address the questions that keep you up at night.

It all starts with listening. There’s nothing more rewarding to me than hearing people’s stories. Family. Career. Values. Accomplishments. Decisions. Concerns. Goals. Dreams. It’s my honor to learn what’s most important to you and to craft a financial plan to help achieve your life’s ambitions.

Most importantly, you have the peace of mind knowing that my recommendations are given with the highest standard of care.

At Fortis Lux Financial, we have the minds of capitalists and the hearts of social workers. Our job is to help you make the best financial decisions for your family and your business. For today and tomorrow. Balanced with heart and mind.

Matt is married to Nichole. They have two young daughters and live in Lincroft, NJ. Matt holds a Masters of Science degree in Financial Services and is a Certified Financial Planner® certificant. When not working, Matt can be found spending time with family, traveling, snowboarding and playing pickleball and golf.

Domiciled in NY.

Joseph Duffy

Joseph Duffy

Financial Planner

Joseph began his career in 2010 in a wealth management capacity in Manhattan. He was on a team with four senior partners focused solely on working with businesses and affluent individuals. After six years of helping the team grow assets under management, Joseph chose to pursue building a practice of his own.

He then secured a position as a private client investment advisor. He thrived during his three-year tenure at the new institution, receiving accolades that rivaled top advisors at the firm.

After nearly a decade in the bank system, Joseph took a step back to look at where the financial services industry was headed. He ultimately set out to find a company with an open architecture investment advisory platform and a team of partners who could help take his business to the next level.

When he discovered Fortis Lux Financial in 2020 and found financial planning to be at the nucleus of the firm’s culture, he knew he’d found a home.Joseph looks forward to continuing his practice down the path of estate and legacy planning, working with business owners, pre-retirees, retirees, and professionals alike.

Joseph graduated with a major in finance and a minor in economics from Quinnipiac University, where he was also a starting pitcher for their Division I baseball team. Joseph’s hobbies include golfing and rooting on his favorite NY sports teams (Mets, Jets, and Knicks). He also enjoys spending his free time with family and friends at his summer home in the Poconos.

Joseph resides in Smithtown, NY with his lovely wife Rachel. They have one daughter and a mini golden doodle named Reese. Joseph is licensed with a Series 7, Series 66, and life and health insurance licenses.

CA Insurance License # 4186422, domiciled in NY